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Weekly picks 03/26/2026

by Stoian Cosmin 03/26/2026
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03/26/2026

TEL RO: FY 2025 Dividend proposal | NEGATIVE

by Stoian Cosmin 03/26/2026

* For 2025 TEL proposed a gross dividend of RON 0.48/share, down 77% Y/Y, implying a dividend yield of 0.5% if last close considered. The distribution is not sourced from the 2025 individual net profit of RON 360m, but entirely from …

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03/26/2026

DIGI RO: DIGI enters the UK fixed broadband market through a 51% Whyfibre stake | NEUTRAL

by Stoian Cosmin 03/23/2026

DIGI RO: DIGI Communications has entered the UK telecoms market after its wholly owned English subsidiary, Fiber One Ltd., acquired 51% of Whyfibre Limited on 19 March 2026. According to the BVB filing, Whyfibre owns a fibre network still under …

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03/23/2026

SNP RO: FY 2026 Budget | OUTLOOK NEUTRAL

by Stoian Cosmin 03/20/2026

* OMV Petrom published 2026 budget at the IFRS individual level, guiding for an EBIT of RON 3,798m, up 42% Y/Y, and a net profit of RON 2,840m, 7% lower Y/Y on a sharp deterioration in the net financial result, …

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03/20/2026

Romania – The volume of constructions declined in Jan | NEGATIVE

by Stoian Cosmin 03/20/2026

• Romania – The volume of constructions declined in Jan | NEGATIVE • The figures released by the National Institute of Statistics (NIS) this week show the contraction in the volume of constructions by 4.6% M/M in Jan. • This evolution …

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03/20/2026
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